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AKP

Alliance Californa Muni Fd
AKP

Delisted

AKP was delisted on the 2nd of May, 2019.

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27 hedge funds and large institutions have $24.2M invested in Alliance Californa Muni Fd in 2018 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 10

5% more capital invested

Capital invested by funds: $23.1M → $24.2M (+$1.05M)

7% less funds holding

Funds holding: 29 → 27 (-2)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 2

Holders
27
Holders Change
-2
Holders Change %
-6.9%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
–
Increased
12
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
Bulldog Investors
New Jersey
+$6.2M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$363K
3
LCM
Landscape Capital Management
New Jersey
+$294K
4
Morgan Stanley
Morgan Stanley
New York
+$282K
5
CRC
Curi RMB Capital
Illinois
+$232K

Top Sellers

1
SBA
Seven Bridges Advisors
New York
-$2.32M
2
UBS Group
UBS Group
Switzerland
-$1.38M
3
Invesco
Invesco
Georgia
-$559K
4
Wells Fargo
Wells Fargo
California
-$412K
5
DA
Doliver Advisors
Texas
-$155K
Name Holding Trade Value Shares
Change 		Change in
Stake
WT
26
Whittier Trust
California
$38K – – –
IA
27
IFP Advisors
Florida
$16K – – –
VHAM
28
Van Hulzen Asset Management
California
– -$145K -10,650 Closed
SBA
29
Seven Bridges Advisors
New York
– -$2.32M -9,142 Closed
1
2

AKP Hedge Fund Activity: Q1 2018 in Review

27 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Alliance Californa Muni Fd (AKP) for Q1 2018, worth a combined $24.2M — up 4.6% from $23.1M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of AKP and 0 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 12 added.

The largest buyer was Bulldog Investors, adding an estimated $6.2M. The largest seller was Seven Bridges Advisors, exiting entirely with an estimated $2.32M sold.

  • 27 institutional investors held Alliance Californa Muni Fd (AKP) as of Q1 2018, down from 29 in Q4 2017.
  • Funds reported $24.2M of Alliance Californa Muni Fd stock for Q1 2018, up 4.6% quarter-over-quarter.
  • 0 funds opened new Alliance Californa Muni Fd positions in Q1 2018 and 2 closed out, a net change of -2 holders.
  • The largest Alliance Californa Muni Fd buyer in Q1 2018 was Bulldog Investors, an estimated $6.2M added.
  • The largest Alliance Californa Muni Fd seller in Q1 2018 was Seven Bridges Advisors, an estimated $2.32M sold.

Based on aggregated 13F filings for Q1 2018.